How to Look Up a Customer’s Scheduled Staff Appointment
Get the Customer's email address and pull up the order in Metorik.
Once the order is located, click Edit Order.
Details for the scheduled staff appointment are stored within the order.
Standard Operating Procedures
Discover Healing, Inc. is composed of systems that are, in turn, composed of other systems and processes. Here we will document every process that makes the company function, from big ones to small ones!
Topics
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Backend 8
- Access to Downloads
- Manually Register a Customer for Event (Zero Cost)
- Unregister Customer for Event
- How to Answer a Zoho Desk Ticket Submitted by a Customer
- How to Create a New Ticket in Zoho Desk
- Change App Subscription from Monthly to Yearly
- Proctor Instructions for Zoom Webinar
- Proctor Instructions for Zoom Meeting
-
Helping Customers 15
- How to Manually Reset a User's Password
- How to Get the Discover Healing App
- How to Refund an Order
- Creating a Manual Order
- Cancel a Subscription
- How to Help a Customer Order a Staff Session
- How to Look Up a Customer’s Scheduled Staff Appointment
- How to Update Practitioner Photo
- How to Manage Zoho Chat
- How to Send Session Notes to Volunteers After an Online Event
- How the Public Can Submit Error Information
- How to Switch into a Customers Account
- How to Add Language Subtitles to YouTube Videos
- Can I work on myself?
- Where to Find Our Free YouTube Videos
Other Resources
COMPANY TEAM
- Company: General
- Company: Products
- Company: Policies
CUSTOMER SUPPORT
- CS: General Info
- CS: Agent Info
- CS: Manager Info
EDUCATION TEAM
- Education: Certification
EVENTS TEAM
- Events: Our Events
- Events: Their Events
FINANCE TEAM
- Finance: Procedures
LANGUAGE TEAM
- Language: Procedures
MARKETING TEAM
- Marketing: General
- Marketing: Affiliates & JVs
- Marketing: Email
- Marketing: Landing Pages & Author Resources
- Marketing: Social Media
- Marketing: Webinars
OPERATIONS
- HR: Procedures
- Legal: Procedures
PRODUCTION TEAM
- Production: Content
- Production: Quality Assurance
SERVICES TEAM
- Services: Procedures
- Finance Team
Work In Progress
- Uncategorized Items